See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,900 | $157,256+4.9% | $141,162+16.8% | $152,861+7.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.78% | 64.32%-36.5pp | 71.39%-43.6pp | 345.32%-317.5pp |
| Employer contribution / active EE | $3,626 | $5,261-31.1% | $4,735-23.4% | $4,762-23.9% |
| Participant deferral / active EE | $10,632 | $7,109+49.5% | $6,709+58.5% | $5,850+81.7% |
| Admin fee / account holder | $1,292 | $12,120-89.3% | $10,261-87.4% | $11,596-88.9% |